Vector Resourcing
CRM Consultant
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CRM Selection & Advisory Consultant
Our client is looking for an independent CRM Selection & Advisory Consultant to define what the organisation needs from a future CRM and lead an impartial system-selection process. You will assess the current environment, challenge and validate the proposed approach, define requirements and provide a clear, evidence-based platform recommendation. This role is focused on discovery, evaluation and procurement rather than CRM implementation.
Responsibilities
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- Assess the current technology, data, processes and customer-management environment.
- Validate the organisation’s objectives, assumptions and proposed approach to CRM transformation.
- Lead discovery workshops with business, technology, data and governance stakeholders.
- Define and prioritise functional, technical, data, integration, security and regulatory requirements.
- Translate stakeholder needs into clear requirements and procurement documentation.
- Establish an objective framework for assessing CRM platforms, suppliers, licensing models and delivery approaches.
- Lead or advise on market evaluation, shortlisting, demonstrations and supplier scoring.
- Identify dependencies, risks and organisational changes required for successful implementation.
- Produce clear recommendations, decision papers, requirements documents and evaluation outputs.
- Maintain vendor neutrality and ensure recommendations reflect the client’s needs rather than supplier relationships.
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